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Andrew R

Series 63, Series 66

Tulsa, OK

Everwealth

Andrew Riddle is a financial advisor with Everwealth in Tulsa, OK, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Wealth Management Advisors, LLC since 2009. Outside of advisory services, he is a licensed insurance producer involved in the sale of non-investment-related insurance products. Everwealth provides investment supervisory services and retirement plan consulting to individual and high-net-worth clients, using a globally diversified approach focused on long-term holdings, asset allocation, and periodic rebalancing primarily with mutual funds and ETFs. The firm also offers ERISA fiduciary retirement plan consulting and maintains affiliations with insurance practices and institutional custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Bruce R

ChFC®, Series 63, Series 65

Tulsa, OK

Everwealth

Bruce Riddle Jr. is a financial advisor at Everwealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to Everwealth, he worked at Wealth Management Advisors, LLC for 20 years. Outside of his advisory role, he is owner and manager of Riddle Financial Group LLC, a health insurance and sales business, and serves as a life insurance agent for MassMutual Financial Group. Everwealth provides investment supervisory services to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors and participants. The firm employs a globally diversified investment approach using Dimensional Fund Advisors mutual funds and emphasizes long-term holdings, asset allocation, and periodic rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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